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Forvis Mazars Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181M Buy
2,345,516
+294,406
+14% +$22.7M 3.03% 4
2026
Q1 		$159M Buy
2,051,110
+337,584
+20% +$26.3M 3.01% 4
2025
Q4 		$133M Buy
1,713,526
+401,946
+31% +$31.5M 2.52% 7
2025
Q3 		$103M Buy
1,311,580
+483,135
+58% +$37.5M 2.04% 9
2025
Q2 		$64.3M Buy
828,445
+343,599
+71% +$26.3M 1.39% 11
2025
Q1 		$37.5M Buy
484,846
+309,049
+176% +$23.6M 0.9% 19
2024
Q4 		$13.3M Buy
175,797
+112,974
+180% +$8.72M 0.31% 48
2024
Q3 		$4.97M Buy
62,823
+54,724
+676% +$4.27M 0.11% 93
2024
Q2 		$616K Buy
+8,099
New +$611K 0.02% 260

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VCRB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 14% in Q2 2026, buying an estimated $22.7M and bringing the position to 2,345,516 shares worth $181M. The position accounts for 3.03% of the portfolio, ranked #4.

Forvis Mazars Wealth Advisors first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,345,516 shares of Vanguard Core Bond ETF worth $181M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 294,406 Vanguard Core Bond ETF shares in Q2 2026, an estimated $22.7M.
  • Vanguard Core Bond ETF made up 3.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.